SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,236 | -14.0% | 5,713 | -11.7% | 0.05% | -5.7% |
| Q2 2023 | $469,980 | +13.3% | 6,472 | +14.1% | 0.05% | +8.2% |
| Q1 2023 | $414,947 | -13.5% | 5,672 | -10.7% | 0.05% | -46.2% |
| Q4 2022 | $479,812 | +32.5% | 6,352 | +38.4% | 0.09% | -34.1% |
| Q1 2022 | $362,000 | +10.4% | 4,589 | +13.2% | 0.14% | +31.4% |
| Q4 2021 | $328,000 | +5.1% | 4,054 | -3.6% | 0.10% | -24.5% |
| Q3 2021 | $312,000 | -4.3% | 4,206 | -2.5% | 0.14% | -28.7% |
| Q2 2021 | $326,000 | -18.7% | 4,316 | -21.6% | 0.20% | +298.0% |
| Q1 2021 | $401,000 | +60.4% | 5,504 | +41.5% | 0.05% | +44.1% |
| Q4 2020 | $250,000 | -12.0% | 3,891 | -24.8% | 0.03% | -20.9% |
| Q3 2019 | $284,000 | -20.4% | 5,177 | -23.1% | 0.04% | -15.7% |
| Q2 2019 | $357,000 | -15.2% | 6,734 | -16.3% | 0.05% | -20.3% |
| Q1 2019 | $421,000 | -66.2% | 8,049 | -69.7% | 0.06% | -71.4% |
| Q4 2018 | $1,246,000 | +458.7% | 26,522 | +507.7% | 0.22% | +489.5% |
| Q4 2017 | $223,000 | +11.5% | 4,364 | +1.9% | 0.04% | +11.8% |
| Q3 2017 | $200,000 | – | 4,282 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 183,828 | $13,994,791 | 3.68% |
| JUNCTURE WEALTH STRATEGIES, LLC | 96,138 | $7,318,986 | 3.32% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 116,195 | $8,846 | 3.23% |
| Curbstone Financial Management Corp | 109,402 | $8,328,774 | 1.89% |
| CHANNEL WEALTH LLC | 51,864 | $3,948,420 | 1.86% |
| High Net Worth Advisory Group LLC | 60,890 | $4,635,890 | 1.72% |
| RVW Wealth, LLC | 203,168 | $15,467,208 | 1.70% |
| Agate Pass Investment Management, LLC | 33,226 | $2,529,488 | 1.47% |
| Capital Market Strategies LLC | 21,141 | $1,609,464 | 1.40% |
| Arden Trust Co | 90,983 | $6,926,538 | 1.02% |